See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,351 | $81,900-25.1% | $119,609-48.7% | $68,494-10.4% |
| Participation rate | 61.4% | 71.9%-10.5pp | 79.3%-17.9pp | 67.9%-6.5pp |
| Annual return | -11.30% | -23.82%+12.5pp | -14.97%+3.7pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,644 | $2,693-1.9% | $4,232-37.5% | $2,596+1.8% |
| Participant deferral / active EE | $4,768 | $4,148+15.0% | $5,602-14.9% | $4,027+18.4% |
| Admin fee / account holder | $3,599 | $6,582-45.3% | $10,323-65.1% | $5,403-33.4% |